Unlock the Full Value of Your Business
Our fee-only Business Blueprints connect you with credentialed planners who help you handle excess income, reduce taxes, and plan business sales, all tied to your personal finances and goals.
How it Works: Blueprint connects you with credentialed financial planners (CFP, CPA) and licensed portfolio managers who deliver the planning, tax, and investment services described here.
Running a Business Is Tough.
Tell me if this sounds familiar:
- You’re so focused on running your business that there’s no time to organize your finances or plan for the long term.
- Business taxes can be difficult to optimize, especially alongside personal finances.
- Managing excess income while scaling leaves you unsure of the next move.
- Navigating the tax complexities of selling your business has you questioning the best strategy.
- Figuring out whether to keep investments in your business or personal accounts can be confusing.
These challenges are common.
In today’s unpredictable business climate, a solid financial strategy is crucial. We’ll connect you with credentialed professionals holding CFP®, CFA®, and CPA designations who specialize in creating clear, actionable financial plans.
These plans are designed to help your business thrive, whether it’s scaling operations, reducing taxes, or planning for a sale.
As entrepreneurs ourselves, we know how challenging it can be to juggle business growth, personal finances, and long-term goals.
Being fee-only, the planners we connect you with provide clear, unbiased advice with no sales pitches or hidden agendas.
Reduce Tax Burden
Pay what you owe, not a penny more.
Your planner will craft a tailored plan to minimize your tax liabilities and keep more money in your business and your pocket.
Handle Growth With Ease
Scaling your business comes with unique challenges.
Your planner will handle the financial complexities so you can focus on driving results.
Plan Your Exit
Don’t let uncertainty hold you back when it’s time to sell.
Your planner will help you design an exit strategy that maximizes your business value and protects your legacy.
How Our Process Works
Step 1: Book a Free Discovery Call
Let’s connect for a 30-minute Zoom call to discuss your business and personal goals, like scaling efficiently, reducing taxes, retirement planning, and discuss your exit strategy. We’ll assess your current financial position, set clear targets, and recommend the right package for your needs. You can start by booking your free discovery call here.
Step 2: Create your Financial Blueprint
If you decide to move forward, we’ll connect you with a business-focused planner who will send their engagement agreement and questionnaire directly. You engage and pay them directly. They’ll review your business finances, growth goals, and challenges, and over 2–4 weeks use advanced tools to create a customized blueprint.
Step 3: Your Blueprint Delivered
Your customized business financial plan will be delivered in a 1–2 hour Zoom meeting, complete with a detailed PDF outlining strategies for tax optimization, cash flow management, and business growth. Your planner will walk you through each step and provide a recording for your reference, plus provide six months of follow-up support.
Testimonial
Packages and Pricing
*(One-Time Fee. Please note that cross-border planning services may be subject to an additional charge.)
All-Inclusive: Enjoy ALL the features of our Individual and Household Blueprint PLUS the following:
FAQs
The fee varies based on the complexity of your needs.
A business owner with basic corporate tax and retirement planning needs would fall on the lower end, while those needing more complex strategies, such as those with multiple rental properties, or advanced retirement solutions, would be at the higher end.
This scope and cost will be determined at the first free discovery call, so book with us here to find out!
We totally get it; trusting people online with your finances isn’t easy. You can never be too careful, and we respect that. Here’s why you can feel confident about working with us:
- Proven Expertise: The planners we work with hold CFP and CPA designations, and our investment partners are licensed portfolio managers. To maintain these credentials, they adhere to strict ethical codes set by these organizations.
- Check our credentials: You can check that we are in good standings with our professional institutions here:
- CFA Member Directory (Christopher Liew)
- CFP Planner Directory (Christopher Liew, Obed Maurice and Simon Wong)
- CPA Canada (Obed Maurice)
- Your Finances Stay Secure: We’ll never ask for access to your accounts, only the necessary information needed for your planner to build your plan.
- No Hidden Costs: We operate on a fee-only model, meaning you’ll always know exactly what you’re paying for, with no commissions or product sales influencing the advice.
- References: We’re happy to connect you with clients who can share their experiences working with us.
Yes, absolutely! We’d be happy to connect you with some of our former clients who have agreed to share their experiences. Let us know, and we’ll arrange it for you.
Your plan is delivered by credentialed planners: Simon Wong (MBA, CFP®) and Obed Maurice (CPA, CA, CFP®) lead the planning and tax work, with licensed portfolio managers for investments. Blueprint Financial, founded by Chris Liew (CFA, CFP®), connects you with the right planner. Learn more on the About page.
